Tom Phillip Mclinden

Current Employers

Employment History

• 03/2003 → 12/2019
  Berthel, Fisher & Company Financial Services, Inc.
  Marion, IA
• 08/2002 → Present
  1328 South Main Llc
  Ann Arbor, MI
• 08/2003 → Present
  Oakapiney, Llc
  Ann Arbor, MI
• 02/2003 → Present
  Money Source Financial Services, Inc.
  Ann Arbor, MI
• 07/2007 → Present
  Stadium Commons 1310 S. Main Llc
  Ann Arbor, MI
• 12/2019 → 11/2022
  Woodbury Financial Services Inc
  Ann Arbor, MI
• 11/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-12-18 → 2022-11-07
  Woodbury Financial Services, Inc.
  Ann Arbor, MI
  Ann Arbor, MI
  Warrenville, IL
• 2015-11-19 → 2019-12-18
  Berthel, Fisher & Company Financial Services, Inc.
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1) OAKAPINEY LLC, 9611 US 23, Ossineke MI 49876, 10/2003, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO Trading. 2) 1328 SOUTH MAIN LLC, 1310 South Main, suite 10, Ann Arbor MI 48104, 07/2003, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO Trading. 3) MONEY SOURCE FINANCIAL SERVICES INC., 1310 South Main, Suite 10, Ann Arbor MI 48104, 02/1997, President, Owner/Partner Business Entity, INV REL, 160 HR/MO - 160 HR/MO Trading. 4) CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 11/2022 / IAR AFFILIATION / INV REL / 160 HR/MO 120 HR TRADING 5) DARTBANK WEALTH, 1785 W. Stadium, Suite 204, Ann Arbor MI 48103, United States, 03/20/2023, Registered Representative, 1099 Contractor, NIR, 100 HR/MO - 100 HR/MO TRADING 6) DART BANK, 368 S. Park, Mason MI 48854, 01/2019, Mortgage Originator, Bank/Credit Union, NIR, 160 HR/MO - 100 HR/MO TRADING. 7) THOMAS MCLINDEN, 1785 Stadium, Suite 204, Ann Arbor MI 48103, United States, 09/22/2008, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-30
• S66 Uniform Combined State Law Examination
  2007-03-29
• S63 Uniform Securities Agent State Law Examination
  1994-07-25

Other Names

• Tom Mclinden
• Thomas Phillip Mclinden